Managing Director – Wealth Management Platform Technology Full Time NEW

The Senior Applications Development Leader leads the IT team in the analysis, programming, and configuration of end user applications and/or systems software. This job interacts with executive leadership and others concerning matters of significance to the organization, and makes decisions that have a considerable impact on the overall success or failure of their area of accountability. This job owns short to mid-term strategy execution and operational direction in alignment with organization objectives.

Key Responsibilities and Duties

• Oversees the execution of the development and implementation of IT applications and applications systems analysis and programming activities that enable the organization’s business processes.
• Consults and advises leadership in determining and developing IT application strategies and effective integration of these strategies to meet organization-wide business needs.
• Represents the organization when selecting IT hardware and software vendors to ensure organization IT needs are met according to cost, performance, delivery, quality, and service standards.
• Conducts organization-wide IT quality assurance and audits to ensure compliance with defined standards.
• Manages multiple IT teams led by Managers and/or Directors.
• Directs, motivates, develops and manages the performance of the IT Applications management team and key staff.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 10+ Years Required

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
11PL

THE COMPANY:

Founded over 100 years ago by one of history’s great philanthropists, Andrew Carnegie, TIAA is a Fortune 100 financial services company and the market-leading retirement system for individuals who work in the academic, research, medical and cultural fields. The organization is the category leader with approximately five million active and retired employees of more than 15,000 institutions. The Company’s mission and unique position create a competitive advantage in the market.

The organization is headquartered in New York City with major operations in Charlotte, North Carolina, and Frisco, Texas, as well as some 141 local offices nationwide and 204 offices in 23 countries. The company has approximately $1.3 trillion in assets under management as of June 30, 2025, and over 15,000 employees.

POSITION SUMMARY:

Reporting to CIO of Wealth Management and Advice Solutions, this Wealth Management Platform Technology Leader will own end-to-end execution of our highest-priority technology initiative, managing platform enhancements across managed accounts, brokerage, trust services, and critical vendor integrations while eliminating operational bottlenecks that constrain advisor productivity. This Leader is the senior technical leadership to accelerate transformation and platform delivery, drive advisor adoption, and modernize middle/back-office operations that directly impact revenue growth and competitive positioning.

This role interacts with executive leadership and others concerning matters of significance to the organization and makes decisions that have a considerable impact on the overall success or failure of their area of accountability. This job owns short to mid-term strategy execution and operational direction in alignment with organization objectives.

KEY RESPONSIBILITIES:

• Lead and develop a high-performing operations team blending internal staff and managed services partners.
• Lead a multi-year, front-to-back brokerage platform transformation, overseeing delivery while managing dependencies with core brokerage platforms and vendors.
• Provide executive leadership for Wealth transformation program while ensuring teams have the support to deliver successful outcomes.
• Identify execution risks, delivery bottlenecks, and integration gaps across programs, and intervene directly with delivery teams to resolve issues and maintain momentum.
• Translate business transformation priorities into actionable technology initiatives, implementation plans, and delivery of roadmaps in partnership with product, architecture and engineering teams.
• Drive adoption and operationalization of Wealth platform, processes, and capabilities by ensuring change readiness, transition planning, and stabilization support post-implementation
• Coordinate with cross-functional stakeholders (across TIAA and Vendors) to drive delivery alignment and ensure internal and external partners remain synchronized on priorities, timelines, and transformation outcomes.
• Ensure vendor and stakeholder alignment on scope, delivery commitments, and success criteria, holding partners accountable for milestones and ensuring transparency on progress, risk, dependencies.
• Drive implementation of structured change management plans across transformation initiatives, ensuring stakeholders are prepared, trained, and supported through transitions to new systems, processes and operating models.

REQUIRED QUALIFICATIONS:

• 10+ years of Wealth Management technology experience
• Technical leadership experience implementing and managing brokerage platforms

PREFERRED QUALIFICATIONS:

• University/College degree
• Pershing platform experience

Related Skills

Agile Methodology, Continuous Integration and Deployment, Data Analysis, Debugging, DevOps, Enterprise Application Integration, Operating Systems Management, Problem Solving, Programming, Software Development, Software Development Life Cycle, Web Application Development

Anticipated Posting End Date:
2026-05-12

Base Pay Range: $177,000/yr – $250,000/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we’re a market-leading retirement company fueled by world-class asset management. But we’re not just another legacy financial services firm. We’re fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we’re on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow’s challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen’s entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients’ lives grows stronger.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our .

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our , and you can read more about your rights and view government notices .

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

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Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices

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